Use Hermes Agent with Great Oaks Bank
BankSync's MCP server can let Hermes Agent query supported Great Oaks Bank account data that you have connected through BankSync and authorized for API access. Query your finances in natural language without spreadsheets or exports.
BankSync is not affiliated with, endorsed by, sponsored by, or partnered with Great Oaks Bank or Hermes Agent. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Hermes Agent to Great Oaks Bank
Search for Great Oaks Bank in BankSync
Sign up for BankSync and, if Great Oaks Bank is available, link your account through a provider-hosted or bank-hosted authorization flow.
Generate an API key
Create an API key from the Developers section of your BankSync workspace.
Configure Hermes Agent
Add the BankSync MCP server to Hermes Agent using your API key. Follow our Hermes Agent setup guide for step-by-step instructions.
Start querying
Ask Hermes Agent about supported Great Oaks Bank transactions, balances, and more using natural language.
Hermes Agent MCP Configuration
Add this configuration to let Hermes Agent query supported Great Oaks Bank account data through BankSync.
mcp_servers:
banksync:
url: "https://mcp.banksync.io"
headers:
X-API-Key: "bsk_your_key_here"What Hermes Agent can access from Great Oaks Bank
Accounts
List the Great Oaks Bank accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Great Oaks Bank transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Great Oaks Bank accounts.
Holdings
View supported investment positions, quantities, and market values from Great Oaks Bank.
Trades
Access supported investment trade and activity history from Great Oaks Bank.
Loans
Check supported loan balances and provider-supplied liability details from Great Oaks Bank.
Ready to connect Hermes Agent to Great Oaks Bank?
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Use Great Oaks Bank with another agent
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BankSync is not affiliated with, endorsed by, or an official partner of Hermes Agent or Great Oaks Bank. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.